Laidlaw Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Laidlaw Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,097	Closed	-$276K	–	366
2022 Q4	$276K	Buy	+4,097	New	+$276K	0.06%	277
2022 Q3	–	Sell	-8,904	Closed	-$576K	–	344
2022 Q2	$576K	Hold	8,904	–	–	0.12%	184
2022 Q1	$695K	Hold	8,904	–	–	0.12%	179
2021 Q4	$739K	Buy	+8,904	New	+$731K	0.12%	173

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laidlaw Wealth Management's IWR Position: Q1 2023 in Review

Laidlaw Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 4,097 shares — an estimated $276K sold.

Laidlaw Wealth Management first reported a position in IWR in Q4 2021 and held it in 4 quarters. The position peaked at $739K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

Laidlaw Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 4,097 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $276K.
Laidlaw Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
Laidlaw Wealth Management's iShares Russell Mid-Cap ETF position peaked at $739K in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

Based on Laidlaw Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.